Selecting up to certain number of records in the view of the Module's records.
I have an interesting case.
A client has an offer that they want to make available to a fixed number of their customers (e.g. special offer to 5,000 customers only). They have certain eligibility criteria, however, the number of people who meets this criteria exceeds the maximum amount of offers available. My client wants to select them from a list view and perform a custom function, that will send them a message about the offer.
What needs to be done is: 5,000 Contacts out of the total segmented list (e.g. 20,000) need to be selected at random.
How would we achieve that within the Zoho CRM interface?
Thanks